Daniel Paikin

120 Broadway, 37th Floor New York, New York 10271

T (212) 701-7988 F (800) 848-2048

Email: daniel_paikin@strategiesforwealth.com

Daniel Paikin

Personal Statement:

I take a comprehensive approach to your financial needs using a process called the Economic Confidence Building Process. This process will produce an offensive and defensive approach to creating and protecting wealth. I focus on enabling clients create maximum wealth potential while enhancing protection against major facets of life, such as taxes, inflation, lawsuit, death, and disability.

With the help of the Living Balance Sheet®, a tool designed to organize your whole financial life, I help my clients plan their personal finances. I create a customized, non-fee based financial plan for you and your family designed to meet your specific needs.

PAS is an indirect, wholly-owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian.

This material is intended for general public use. By providing this material, Strategies for Wealth is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.